See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.6+ years Service code 13 1520 KENSINGTON RD., SUITE 200 · OAK BROOK, IL 60523 | Contract Administrator | $57,279 |
CAP FINANCIAL PARTNERS, LLC6+ years Filed as: CAP TRUST Service code 27 525 W. MONROE #560 · CHICAGO, IL 60661 | Advisory (Plan) | $50,000 |
CUNI, RUST & STRENK6+ years Service code 11 4555 LAKE FORREST DR., SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $46,750 |
MACALA & PIATT, LLC3 years Filed as: MACALA & PIATT L.L.C Service code 29 601 S. MAIN · NORTH CANTON, OH 44720 | Legal | $29,310 |
COMERICA BANK6+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $22,287 |
Filed as: WRUBEL, WESLEY AND COMPANY CPAS Service code 10 100 E. BIG BEAVER RD., SUITE 330 · TROY, MI 48083 | Accounting | $18,500 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Filed as: BOYD WATTERSON Service code 28 · EIN 45-2061717 | Investment Management | $9,605 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 9.24% | 6.95%+2.3pp | 8.01%+1.2pp | 627.08%-617.8pp |
| Employer contribution / active EE | $20,240 | $11,635+74.0% | $29,475-31.3% | $18,824+7.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |